Finanical Planner

Recruit4staff

are proud to be representing their client, an established

Financial Services Firm

in their search for a

Financial Planner

to work in their leading facility in

Dronfield .Job Role :

As a

Financial Planner , you will be working on a self-employed basis whilst enjoying the support of a structured company framework ensuring compliance. You will be responsible for servicing and reviewing existing client portfolios, presenting a chosen proposition to clients, and onboarding new clients. Your day-to-day will also include managing existing portfolios covering retirement planning, investment planning, inheritance tax, estate planning, and mortgages.Job Details :

Pay :

NegotiableHours of Work :

Monday to Friday, Hybrid arrangementDuration :

PermanentOvertime Rules :

N / AEssential Skills & Experience :

Be working as a Financial Planner building a client base of approximately £6 million in value

Desirable Skills & Experience :

Financial planningMortgagesLife insurancesLifestyle planningPensionsDesired Qualifications :

Chartered Financial Planning status

Desired Qualifications :

Diploma Level 4 in Financial Planning or similarChartered status or working towards Chartered statusAdditional Information :

Structured and compliant company support for self-employed advisorsOpportunity to manage a substantial and diverse client portfolioFlexibility to work on a hybrid basisSimilar Job Titles :

Financial AdvisorCommutable From :

Sheffield, Chesterfield, Rotherham, WorksopFor further information about this and other

Financial Planner

positions, please apply now.This vacancy is being advertised on behalf of

Recruit4staff Limited , who are operating as a recruitment agency.

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